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T. Rowe Price Large-Cap Growth Fund Investor Class...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

Inception Date

May 1, 2020

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

TRGOX has an expense ratio of 0.70%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) returned 0.22% year-to-date (YTD) and 14.01% over the past 12 months.


TRGOX

YTD

0.22%

1M

11.44%

6M

-0.93%

1Y

14.01%

5Y*

15.99%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.60%

1M

9.64%

6M

-0.54%

1Y

11.47%

5Y*

15.67%

10Y*

10.79%

*Annualized

Monthly Returns

The table below presents the monthly returns of TRGOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.69%-2.62%-7.93%1.38%7.37%0.22%
20243.86%6.39%2.19%-4.23%5.49%6.39%-1.38%2.28%1.68%-0.02%6.51%-1.30%30.82%
20238.23%-1.98%7.57%2.77%4.99%5.97%3.39%-0.24%-5.01%0.20%9.57%4.03%46.03%
2022-10.56%-4.00%1.00%-14.01%-2.85%-7.78%12.06%-4.80%-8.99%4.99%3.12%-7.96%-35.36%
20210.90%2.51%0.17%7.18%-1.57%6.64%2.31%2.36%-5.03%5.63%-0.69%1.20%23.04%
20209.05%4.10%7.13%9.14%-4.73%-1.77%10.23%4.36%42.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TRGOX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TRGOX is 6969
Overall Rank
The Sharpe Ratio Rank of TRGOX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of TRGOX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of TRGOX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of TRGOX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of TRGOX is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

T. Rowe Price Large-Cap Growth Fund Investor Class Sharpe ratios as of May 16, 2025 (values are recalculated daily):

  • 1-Year: 0.60
  • 5-Year: 0.69
  • All Time: 0.73

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of T. Rowe Price Large-Cap Growth Fund Investor Class compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


T. Rowe Price Large-Cap Growth Fund Investor Class doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Large-Cap Growth Fund Investor Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price Large-Cap Growth Fund Investor Class was 40.54%, occurring on Jan 5, 2023. Recovery took 302 trading sessions.

The current T. Rowe Price Large-Cap Growth Fund Investor Class drawdown is 4.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.54%Nov 17, 2021285Jan 5, 2023302Mar 20, 2024587
-21.22%Dec 12, 202479Apr 8, 2025
-11.57%Sep 3, 202014Sep 23, 202046Nov 27, 202060
-11.09%Jul 11, 202418Aug 5, 202446Oct 9, 202464
-7.89%Feb 16, 202115Mar 8, 202122Apr 8, 202137

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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